The Trade Report

March updates to our ETF portfolios

Good morning,

The S&P 500’s trading range continued in February, and absolute gains were hard to come by. However, our models continued to grind out alpha, with both Ultra-Growth and Balanced strongly outperforming their benchmarks and adding to trailing three and twelve-month outperformance.

One of the biggest reasons for that alpha over the past few months has been our position in oil services, up more than 37% since it was added in the December trades.